Financial & Investment Review
We will act as your Financial
Advisor and sounding board. DeHoff & DeHoff, PC can review your
investments and ideas and suggest the best structure to
maximize the growth of your investment/retirement
portfolio. As a CPA, we can also analyze the tax
effects of various investment options.
Starting an investment program does not take a lot of
money. In some cases you can start with as little as $25
to $50 per month into a quality mutual fund. The key to
building an investment or retirement portfolio is to
start early in life and invest consistently!
We can also analyze your life insurance needs. Various
forms of insurance are available from well-known and
respected companies., This includes low-cost term
insurance, whole life, universal life, and variable
Please call or e-mail
to receive a FREE copy of our investment information
Here are some downloadable finacial planning guides.
Balancing the Needs of Children, Parents and Yourself
Developing a Money-Smart Retirement Plan
Strategies for Wealth Management
Health Savings Account
2015 HSA Contribution Limits, Deductibles, and Out-of-Pocket Expenses
Here are some easy-to-use calculators.
Do you know how much you need to set aside to fund a
college education for your child?
How much must you save each month for your retirement?
What will your Individual Retirement Account (IRA) be
worth when you get ready to start drawing on it?
You can get rough answers to these and other questions
very quickly by using the following calculators and a few
estimates on your part. If we can be of help or answer
questions for you, please call us.
In order to help you, a number of calculators have been made available to you. To access the calculators, pleae click on the image below. Please note that clicking the image will open another browser window from PlanningTips.com.